MYCIO Wealth Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-605
| Closed | -$10.8K | – | 48 |
|
|
2023
Q4 | $10.8K | Sell |
605
-83
| -12% | -$1.48K | ﹤0.01% | 46 |
|
|
2023
Q3 | $9.99K | Buy |
+688
| New | +$9.99K | ﹤0.01% | 46 |
|
|
2016
Q4 | – | Sell |
-70
| Closed | -$2K | – | 441 |
|
|
2016
Q3 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 750 |
|